WealthManagement.com Daily Memo
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| TECHNOLOGY | | | | | | Davis Janowski | | Apex has filed a registration statement today with the SEC for an initial public offering. It's the firm's second attempt after a SPAC deal fizzled out a year ago. FULL ARTICLE |
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| INDUSTRY | | | | Patrick Donachie | | Mariner Wealth Advisors' claims follow Edelman Financial Engines' lawsuit filed last month accusing Mariner of recruiting Edelman advisors, and helping them break non-solicitation agreements. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Dimensional Fund Advisors | | Explore low-cost ETFs that target higher expected returns. Dimensional funds are distributed by DFA Securities LLC. LEARN MORE |
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| TECHNOLOGY | | | | Rob Burgess | | Altruist is also building out an integrations marketplace, with detailed profiles of each vendor and reviews from existing customers. FULL ARTICLE |
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| WMRE COMMON AREA PODCAST | | | | David Bodamer | | In this final episode of the Common Area podcast, listen to a replay of David Bodamer's conversation with Capital Square's Louis Rogers about the tax benefits of certain real estate structures. LISTEN NOW |
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| WEBINAR | | | | Sponsored by Allianz Life Insurance Company of North America | | Join our Dec 20 webinar to learn key retirement income strategies, including Roth IRA co nversions and sequence of returns risk management. REGISTER NOW |
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